- Degree in accounting or finance with 5-7 years experience, expertise in U.S. GAAP, Workiva, and advanced Excel skills
- Prepare SEC filings (10-Q, 10-K, 8-K), manage month-end close, reconcile balance sheets, resolve revenue issues, implement accounting standards, and support audits
Role & responsibilities Work on quarterly 10-Qs and annual 10-Ks for SEC financial reporting as well as build out required disclosures and supporting schedules for footnotes, MD&A;, and 8-K’s/earnings release
- Work on monthly financial reporting for our different regulatory and credit stakeholders
- Participate in month end closing by taking ownership of key corporate level accounts
- Collaborate with team members to provide useful and necessary financial reports
- Create and review journal entries in the GL along with preparing and reviewing supporting schedules
- Prepare and review monthly balance sheet reconciliations including investigating aged or unreconciled items
- Investigate and resolve both current and historical issues with our revenue transactions
- Implement accounting guidance for current accounting standard updates or initiatives
- Identify areas for improvement and drive process improvements
- Work with our external auditors to ensure the timely completion of reviews and audits
- Educate coworkers regarding financial practices, implications, and policies
- Provide ad hoc analysis support to business leaders and key partners for complex accounting questions
- Serve as a mentor and resource to more junior team members
Preferred candidate profile Degree in accounting or finance
- 5-7 years of experience in an accounting firm or in-house at a company
- At least 1 year of management experience
- Experienced knowledge of U.S. GAAP
- Working Knowledge of Workiva
- Adaptable to multiple and frequent changes in business environment
- Proven expertise with Excel (combining large data sets, sumifs, index/match, vlookups, etc); familiarity with SQL a plus
- Experience working with Netsuite a plus
- Experience working at a public company
- Proven ability to handle multiple projects simultaneously, without losing attention to detail
- Proactively looking to improve on processes; never satisfied with the status quo
- Stakeholder management skills
- Experience with industries such as financial technology, mortgage banking, or lending a plus.